Automations - ApyConnect

An automation is triggered by a CRM or service event (not by an incoming message, which is what bots do) and runs steps on that record. You’ll find them in Automation → Automations.

Which records

Contact, Company, Deal, Ticket, Task, Conversation and your custom objects.

Triggers

Record	Examples
Contact	Contact created, Tag added or removed, Enters a segment, Field changed, Inactive contact (X days without writing)
Deal	Deal created, Stage changed, Won, Lost, Stalled (X days in the same stage), Close date approaching, Close date overdue
Ticket	Ticket created, Status changed, Customer replies, Agent replies, SLA at risk, SLA breached, Rating received
Task	Task created, Completed, Overdue
Conversation	Conversation closed, Customer without reply
Any	Manual only: never fires on its own; you run it from a record or in bulk from a list

Steps

On top of the contact and CRM steps bots have (tags, fields, notes, owner, create ticket, deal or task, notify the team, call an external system and the AI steps), automations add:

Update ticket: status, priority or owner.
Add to segment and Remove from segment (static segments).
Wait until a date on the record, with days before or after.
Start another automation with the same record.

Run manually

From a record, or selecting several in a list, Run automation enrolls them in a published automation. Records already in it aren’t duplicated.

Versions

Like bots, every publish saves a version you can roll back to.